If you want to maximize the return on your Microsoft Dynamics GP investment you should consider utilizing the workflow capabilities. In this article we will describe what workflows are available and get you started on setting them up. If you have prior experience with Microsoft Dynamics GP workflows back when they required Microsoft SharePoint in order to work you will be pleased to learn that requirement is now gone, making setting up and using workflows easier than ever.

Workflow Basics

Workflow in Microsoft Dynamics GP enables you to define approval processes that must be completed before the task or process that's approved can be completed. Each workflow defines how a document "flows" through the system by showing who must approve it, and the conditions under which they must approve it.

Microsoft Dynamics GP 2016, released in May 2016, added the ability to attach documents to workflows. This feature is available for Accounts Payable Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Approval and Payables Transaction Approval. For example, you can now scan and attach vendor invoices to a payables transaction and that scanned copy of the invoice will be included with the information that is sent to the transaction approver.

Workflow Setup

Setting up workflow in Microsoft Dynamics GP is not that hard. Here are the main steps you need to follow:

1.Enable email for workflow by entering your email settings

Tools > Setup > System > Workflow Setup

2.Setup the Workflow Calendar so the system can accurately track follow up times and deadlines. The system will not count after hours or holiday time against response deadlines.

If you have questions you can hit F1 to access Microsoft Dynamics GP's context sensitive help. If you still have additional questions or need help getting your workflows setup, feel free to contact us.